Chan Ye Xin Xi Wang
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研判2025!中国冗余电源系统行业产业链、市场规模及发展趋势分析:AI算力爆发与新基建加速共驱,定制化高压直流/液冷方案崛起[图]
Chan Ye Xin Xi Wang· 2025-12-17 01:41
内容概况:中国冗余电源系统行业在AI算力与"新基建"双轮驱动下需求旺盛,2024年,中国冗余电源系 统行业市场规模约为308亿元,同比增长8.83%,这一增速既反映了数据中心、通信网络、工业互联网 等关键基础设施对供电高可靠性的刚性需求,也体现了AI服务器等高功率密度负载对供电架构升级的 直接拉动。当前,行业竞争焦点已从传统的通用型产品,转向适配高效算力集群的高压直流 (HVDC)、液冷电源等定制化、智能化解决方案,未来产业有望在技术融合与绿色化方面实现系统性 突破。 相关上市企业:欧陆通(300870)、麦格米特(002851)、科士达(002518)、中恒电气(002364)、 科泰电源(300153) 相关企业:无锡新洁能股份有限公司、嘉兴斯达半导体股份有限公司、比亚迪半导体股份有限公司、扬 州扬杰电子科技股份有限公司、中芯国际集成电路制造有限公司、上海韦尔半导体股份有限公司、汉威 科技集团股份有限公司、中航电测仪器股份有限公司、广东风华高新科技股份有限公司、深圳顺络电子 股份有限公司、立讯精密工业股份有限公司、中航光电科技股份有限公司 关键词:冗余电源系统、冗余电源系统市场规模、冗余电源系统行业现状、 ...
2025年中国端侧AI设备行业发展全景研判:行业正处于高速发展的黄金期,未来将具备更全面、更准确的特征表示和更高效的人机交互能力[图]
Chan Ye Xin Xi Wang· 2025-12-17 01:41
Core Insights - The edge AI device industry is experiencing rapid growth, driven by advancements in lightweight AI algorithms and edge computing technology, leading to increased shipments in consumer electronics, smart security systems, and wearable devices [1][4]. Group 1: Definition and Advantages of Edge AI Devices - Edge AI refers to the deployment of artificial intelligence computation and decision-making processes directly on end devices, such as smartphones and IoT devices, enhancing local processing capabilities and improving user experience and privacy [2][3]. - Edge AI devices operate independently of cloud servers, allowing for real-time responses and reduced data transmission costs, while also ensuring data security and privacy [2][3]. Group 2: Current State of the Edge AI Device Industry - The global shipment of edge AI devices is projected to reach 311 million units in 2024, an increase of 185 million units from 2023, with expectations to grow to 438 million units by 2025 [5]. - The industry is characterized by a complete ecosystem covering the entire value chain, including AI chips, sensors, and application scenarios, with significant applications in consumer electronics, smart homes, and automotive sectors [4][6]. Group 3: Development Environment and Policies - The edge AI sector is reshaping traditional cloud computing paradigms, with various national policies supporting its growth, such as the "Artificial Intelligence + Action" initiative and the "14th Five-Year Plan" [6]. Group 4: Competitive Landscape - Domestic companies in the edge AI device sector have gained global competitiveness, particularly in manufacturing scale and cost efficiency, with key players including Luxshare Precision, Goertek, and Beijing Junzheng [6][7]. - Beijing Junzheng focuses on embedded CPU chips and reported revenue of 2.244 billion yuan in the first half of 2025, with significant contributions from computing and storage chips [8][10]. Group 5: Future Trends - The edge AI device industry is expected to evolve towards higher efficiency, lower power consumption, and smaller sizes, with expanding applications across various smart devices and fields [10]. - The emergence of multimodal large models will provide enhanced intelligent processing capabilities for edge devices, facilitating better human-computer interaction [10].
研判2025!中国地漏行业分类、产业链、发展现状、竞争格局及未来趋势分析:行业市场规模不断扩大,防臭、智能化产品成主流[图]
Chan Ye Xin Xi Wang· 2025-12-17 01:35
Core Insights - The drainage system, particularly the floor drain, plays a crucial role in residential renovation and construction, impacting indoor air quality and hygiene [1][8] - The floor drain market is expanding due to urbanization, new residential and commercial buildings, and the increasing demand for upgraded products in old housing renovations [1][8] - The market size of China's floor drain industry is projected to grow from 6 billion yuan in 2020 to 13 billion yuan by 2024 [1][9] Industry Overview - Floor drains are essential components connecting drainage systems to indoor floors, serving functions such as odor prevention, clogging prevention, and pest control [3][5] - The main components of a floor drain include the filter, panel, drainage connector, and drain core, with the drain core being critical to preventing odors [3][4] Market Dynamics - The sales channels for floor drains include online platforms and offline stores, with online sales gaining traction due to convenience and price transparency [6] - The e-commerce sales in China are expected to rise from 33.87 trillion yuan in 2019 to 46.41 trillion yuan by 2024, significantly boosting the floor drain market [6][7] Competitive Landscape - The floor drain market is characterized by intense competition with both established brands and emerging companies focusing on innovation and market strategies [10] - Key players in the industry include Jomoo Kitchen and Bath Co., Ltd., Caber Technology Co., Ltd., and Zhejiang Weixing New Building Materials Co., Ltd. [10][11] Industry Trends - Technological innovation is driving the smart upgrade of floor drains, with features like remote control, automatic cleaning, and water quality monitoring becoming mainstream [11][12] - Environmental sustainability is a growing trend, with increased consumer demand for eco-friendly products leading companies to invest in sustainable materials and energy-efficient production processes [13] - Customization is becoming a new direction in the industry, as consumers seek personalized floor drain designs that match their home decor and specific needs [14]
研判2025!中国管道运输行业发展历程、政策、市场规模、竞争格局及发展前景展望:政策支持与能源需求增长,推动管道运输规模达2.98万亿元[图]
Chan Ye Xin Xi Wang· 2025-12-17 01:35
Industry Overview - The pipeline transportation industry is experiencing new development opportunities due to continuous national investment in infrastructure and steady growth in energy consumption demand, with the market size steadily increasing [1][16] - The market size of China's pipeline transportation industry is projected to grow from 14.7 trillion yuan in 2017 to 29.8 trillion yuan in 2024, with a compound annual growth rate (CAGR) of 10.62% [1][17] Development Stages - The pipeline transportation industry has undergone four stages: initial development (1958-1969), rapid development (1970-1987), steady development (1988-1995), and accelerated development (1996-present) [7][8] Policy Support - The government has implemented multiple policies to promote the development of the pipeline transportation industry, including optimizing logistics structures and establishing unified pricing mechanisms for natural gas pipeline transportation [9][10] Industry Chain - The pipeline transportation industry chain consists of upstream raw materials (steel, cast iron, plastic, valves, pumps), midstream construction and operation, and downstream product transportation and distribution [11][12] Competitive Landscape - The competitive landscape of the pipeline transportation industry is characterized by a tiered structure, with large state-owned enterprises dominating the core market, regional companies in the second tier, and numerous small enterprises in the third tier [18] Key Enterprises - Major companies in the industry include China Petroleum Pipeline Bureau, National Oil and Gas Pipeline Group, and others, which play significant roles in pipeline construction, operation, and management [19][20] Development Trends - Future trends in the pipeline transportation industry include increasing pipe diameters to enhance transport capacity, extending transport distances to meet resource distribution needs, and expanding the types of transported materials to include solid materials like coal and minerals [21][22][23]
研判2025!全球及中国消费电子电源管理芯片(PMIC)行业发展背景、市场规模及未来趋势分析:中国市场规模持续壮大,市场竞争激烈,行业集中度分散[图]
Chan Ye Xin Xi Wang· 2025-12-17 01:28
Core Insights - The global consumer electronics PMIC market is expected to decline by 3.7% in 2024, reaching a market size of 86 billion yuan due to oversupply and weak end-market demand, but is projected to show slight growth in 2025 as the market recovers [1][5][6] - The smartphone PMIC market is experiencing increased demand due to the rise in 5G smartphone penetration and the need for more PMICs to support additional features, leading to a market size growth from 19.6 billion yuan in 2022 to 21.5 billion yuan in 2024 [6][7] - China's consumer electronics PMIC market is expected to exceed 44 billion yuan in 2024, driven by strong demand from emerging products like smartphones, smart homes, and wearables [1][5][6] Industry Overview - PMICs are specialized chips used for regulating and controlling power, essential for providing stable and efficient power management in electronic devices [1][2] - The PMIC industry is characterized by low technical barriers compared to automotive and industrial control PMICs, resulting in intense competition and a fragmented market [1][8] Market Status - The global consumer electronics PMIC market is facing a downturn due to oversupply and weak demand, with a projected market size of 86 billion yuan in 2024 [5][6] - The smartphone PMIC segment is expected to grow significantly, with the single-unit value of PMICs in smartphones increasing by 30% to 50% [6][7] - China's consumer electronics market is projected to recover, reaching a size of 19,772 billion yuan in 2024, with AI technology playing a crucial role in this growth [5][6] Competitive Landscape - The PMIC market is highly competitive, with the top five companies holding only 32% of the market share and the top ten accounting for 40.7%, indicating a significant presence of small and medium enterprises [1][8] - Texas Instruments leads the market with a 19.7% share in 2024, while other companies have less than 5% each [7][8] Development Trends - The PMIC industry is moving towards higher integration and miniaturization, driven by the demand for compact and efficient power management solutions [8][9] - Advances in semiconductor technology are enabling the development of more efficient PMICs using materials like GaN and SiC, which improve efficiency and thermal performance [8][9] - Wireless power transmission (WPT) is gaining traction as a convenient charging method, with PMICs being developed to support various WPT technologies [8][9]
研判2025!中国工业清洗机器人行业政策、产业链图谱、发展现状、企业布局及未来发展趋势分析:智能融合重塑清洗生态,高附加值领域释放增长潜力[图]
Chan Ye Xin Xi Wang· 2025-12-17 01:28
内容概要:工业清洗机器人是集成精密机械、智能传感等技术的智能设备,配备多种清洗模块与智能系 统,能适应恶劣工业环境,兼具高效、安全与防护优势,是工业生产关键工序的核心装备。在"机器人 +"等政策全链条扶持与技术成熟推动下,行业规模持续扩大,2024年市场规模达113.6亿元,2025年预 计超144.3亿元,且自主知识产权高端装备不断涌现。其产业链上下游协同发展,上游核心零部件国产 化替代稳步推进,中游本土与外资企业共同竞争,下游以汽车制造(占比35%-40%)、电子半导体(占 比约25%)为核心应用领域,新能源汽车产业的爆发式增长进一步拓宽需求空间。未来,行业将沿着技 术智能化、场景多元化、发展绿色化方向前行,核心零部件国产化深化,应用场景向高端特种领域延 伸,在政策与市场双轮驱动下实现高质量扩容。 上市企业:机器人(300024.SZ)、埃斯顿(002747.SZ)、振华重工(600320.SH)、蓝英装备 (300293.SZ)、大鹏工业(920091.BJ)、奥迪威(920491.BJ)、速腾聚创(02498.HK)、锐科激光 (300747.SZ) 中国工业清洗机器人分类维度多元,核心可按清洗方式与 ...
2025年10月鹤山国机南联摩托车工业有限公司摩托车产销量分别为6308辆和6477辆 产销率为102.68%
Chan Ye Xin Xi Wang· 2025-12-16 03:40
Group 1 - The core viewpoint of the article highlights the significant decline in motorcycle production and sales for Heshan Guoji Nalian Motorcycle Industrial Co., Ltd. in October 2025, with production down by 60.66% and sales down by 59.72% year-on-year [1] - The production volume for October 2025 was reported at 6,308 units, while the sales volume was 6,477 units, resulting in a production-sales ratio of 102.68% [1] - The article references a comprehensive market assessment report by Zhiyan Consulting, which covers the motorcycle industry in China from 2026 to 2032, indicating a focus on future market strategies and evaluations [1] Group 2 - The listed companies related to the motorcycle industry include Qianjiang Motorcycle, Xinlong Health, Zhenghe Industrial, Jiuyi Co., Ltd., Linhai Co., Ltd., Shanghai Phoenix, Zhonglu Co., Ltd., Lifan Technology, Chuncheng Power, Aima Technology, Longxin General, Yong'an Travel, New Day Co., Ltd., Lvtong Technology, Taotao Vehicle, and Huayang Racing [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [1] - The data source for the motorcycle production and sales statistics is the China Automotive Industry (Motorcycle) Production and Sales Quick Report, organized by Zhiyan Consulting [1]
2025年10月济南轻骑摩托车有限公司摩托车产销量分别为18119辆和17956辆 产销率为99.1%
Chan Ye Xin Xi Wang· 2025-12-16 03:40
近一年济南轻骑摩托车有限公司摩托车产销情况统计图 数据来源:中国汽车工业(摩托车)产销快讯,智研咨询整理 知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研究领域,提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力,专注于提供完善的产业解决方案,为您的投资决策赋能。 上市公司:钱江摩托(000913),信隆健康(002105),征和工业(003033),久祺股份(300994), 林海股份(600099),上海凤凰(600679),中路股份(600818),力帆科技(601777),春风动力 (603129),爱玛科技(603529),隆鑫通用(603766),永安行(603776),新日股份(603787), 绿通科技(301322),涛涛车业(301345),华洋赛车(834058) 相关报告:智研咨询发布的《2026-2032年中国摩托车行业市场全景评估及发展策略分析报告》 根据中国汽车工业(摩托车)产销快讯数据显示:2025年10月济南轻骑摩托车有限公司摩托车产量为 18119辆,同比增长521.79%,销量 ...
2025年10月济南大隆机车工业有限公司摩托车产销量分别为12304辆和11617辆 产销率为94.42%
Chan Ye Xin Xi Wang· 2025-12-16 03:40
知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研究领域,提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力,专注于提供完善的产业解决方案,为您的投资决策赋能。 近一年济南大隆机车工业有限公司摩托车产销情况统计图 数据来源:中国汽车工业(摩托车)产销快讯,智研咨询整理 上市公司:钱江摩托(000913),信隆健康(002105),征和工业(003033),久祺股份(300994), 林海股份(600099),上海凤凰(600679),中路股份(600818),力帆科技(601777),春风动力 (603129),爱玛科技(603529),隆鑫通用(603766),永安行(603776),新日股份(603787), 绿通科技(301322),涛涛车业(301345),华洋赛车(834058) 相关报告:智研咨询发布的《2026-2032年中国摩托车行业市场全景评估及发展策略分析报告》 根据中国汽车工业(摩托车)产销快讯数据显示:2025年10月济南大隆机车工业有限公司摩托车产量为 12304辆,同比增长48.81%,销 ...
2025年10月杭州土星动力科技有限公司摩托车产销量分别为6060辆和4629辆 产销率为76.39%
Chan Ye Xin Xi Wang· 2025-12-16 03:40
近一年杭州土星动力科技有限公司摩托车产销情况统计图 根据中国汽车工业(摩托车)产销快讯数据显示:2025年10月杭州土星动力科技有限公司摩托车产量为 6060辆,同比增长7.54%,销量为4629辆,同比增长6.22%,产销率为76.39%,积压1431辆。 知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研究领域,提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力,专注于提供完善的产业解决方案,为您的投资决策赋能。 上市公司:钱江摩托(000913),信隆健康(002105),征和工业(003033),久祺股份(300994), 林海股份(600099),上海凤凰(600679),中路股份(600818),力帆科技(601777),春风动力 (603129),爱玛科技(603529),隆鑫通用(603766),永安行(603776),新日股份(603787), 绿通科技(301322),涛涛车业(301345),华洋赛车(834058) 相关报告:智研咨询发布的《2026-2032年中国摩托车行业市场全景评估及发展 ...